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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
CLA
3426
Cranberry Lake Advisors
Texas
$158M +$8.08M +5% 4.15% 31.5% 10 0%
VFCM
3427
Valley Forge Capital Management
Florida
$158M +$17.1M +12% 8.7% 52.2% 9 22.22%
MWM
3428
Meridian Wealth Management
Kentucky
$158M -$100K -0.1% 6.74% 91% 191 29.32%
HRC
3429
Hoertkorn Richard Charles
$158M +$6.62M +4% 5.33% 172% 92 9.78%
CSA
3430
Cottage Street Advisors
Massachusetts
$158M +$9.91M +7% 4.79% 91.4% 90 13.33%
LFG
3431
LifePlan Financial Group
Ohio
$157M +$11.1M +8% 3.38% 20.2% 112 7.14%
GL
3432
Globe Life
Texas
$157M +$6.57M +4% 3.92% 53.2% 1 0%
CHJWM
3433
Carlton Hofferkamp & Jenks Wealth Management
Texas
$157M +$9.27M +6% 2.77% 58.2% 90 7.78%
AAM
3434
Augustine Asset Management
Florida
$157M -$4.21M -3% 3.77% 344% 74 20.27%
CGI
3435
Cougar Global Investments
Ontario, Canada
$156M +$8.49M +6% 3.78% 17.4% 12 8.33%
GCM
3436
Garland Capital Management
Washington
$156M -$6.64M -4% 2.34% 55.7% 36 5.56%
LA
3437
Lexington Advisors
New York
$156M -$58.2M -27% 10.7% 27% 5 0%
OA
3438
Opes Advisors
California
$156M -$5.09M -3% 5.75% 66 50%
MBA
3439
McQueen Ball & Associates
Pennsylvania
$156M +$3.9M +3% 3.8% 53.6% 111 12.61%
AFA
3440
Alta Fundamental Advisers
New York
$156M +$39.4M +34% 2.31% 268% 30 33.33%
PCFFS
3441
Pacific Center for Financial Services
California
$156M +$6.95M +5% 3.47% 43.4% 328 3.66%
PAM
3442
Pope Asset Management
Tennessee
$156M +$16.8M +12% 0.55% 29 0%
ICM
3443
IMS Capital Management
Oregon
$156M +$49.9M +47% 5.3% 119% 155 12.9%
RCG
3444
Ruggie Capital Group
Florida
$156M +$7.97M +5% 4.47% 22% 299 12.37%
LP
3445
LGL Partners
Pennsylvania
$156M -$31.3M -17% 3.81% 56.3% 97 52.58%
SAM
3446
Shamrock Asset Management
Texas
$156M -$4.1M -3% 5.05% 31% 304 13.82%
CBCM
3447
Cook & Bynum Capital Management
Alabama
$156M +$6.2M +4% 4.82% 39.2% 5 0%
QAM
3448
Quantres Asset Management
Cayman Islands
$156M +$2.06M +1% 1.71% 11% 268 65.3%
EP
3449
Elkhorn Partners
Nebraska
$156M -$1.62M -1% 0.22% 31.5% 41 9.76%
MSWM
3450
Mader & Shannon Wealth Management
Missouri
$156M +$83.1M +115% 3.44% 53.1% 32 84.38%